The Ideas Genie Community Forum

Bank Genie => General discussion => Topic started by: Christopher on August 09, 2021, 03:12:48 PM

Title: P/L configuration
Post by: Christopher on August 09, 2021, 03:12:48 PM
Producing a P/L report for property let in the past I have found some way of transferring my standard groupings to a new year. Either I have forgotten how or whatever but do I really have to start to configure a new report every year ?
Title: Re: P/L configuration
Post by: ideasguy on August 09, 2021, 04:27:58 PM
Hi Christopher

In Bank Genie Pro 6 (http://www.bankgenie.net) you don't have to recreate from scratch.

Use the program Business (tab)>P&L Years and Groups-BS409.
This part of the User Guide for that screen explains how to duplicate and create a new P&L configuration for another year:
https://www.bankgenie.net/UserGuide-BankGenie6/409.html#DupGroups (https://www.bankgenie.net/UserGuide-BankGenie6/409.html#DupGroups)
Title: Re: P/L configuration
Post by: Christopher on August 12, 2021, 05:24:10 PM
Thank you George,
In dotage I'm losing it !
Anyway I've cracked that for the mean time.
Title: Re: P/L configuration
Post by: ideasguy on August 12, 2021, 07:04:30 PM
Its a once in a year thing, so quite easy to forget Christopher.

Glad you managed it OK.